** Single Sign-on with Multiple Authentication Sources available on Growing Knowledge Base Plan and above

What is the Chrome Extension?

ScreenSteps has aChrome extensionthat your employees can download (as long as they have a Learner user account).

The Chrome extension makes it possible for you to push specific ScreenSteps articles form your knowledge base to any web application (e.g. Netsuite, Salesforce) that your employees are using – what we call Contextual Help.

When employees are doing a task in a web application that has contextual help set up, they can click the Chrome extension to pull up your suggested materials (e.g. policies and procedures), or search your knowledge base.

What are channels?

Channels make it possible for you to specify which web applications web pages the contextual help appears on.

Example

If you are using Salesforce.com, you can create one channel for the Accounts Object, another channel for the Opportunities Object, and another channel for the Reports Object for a total of 3 channels.

Each channel could show unique content from your ScreenSteps knowledge base that is specific to that Salesforce.com object.

What are Readers?

With ScreenSteps, you can have an unlimited number of viewers to your knowledge bases.

If your knowledge base is public, then visitors will view your knowledge base just like they would a marketing website.

If your knowledge base is private, then you will need to create a Reader account for those individuals who wish to view the knowledge base.

You can create reader accounts for each user, or you can use SSO (single sign-on) to manage viewing permissions.

Reader accounts are used to authenticate viewers to your ScreenSteps knowledge base to view content. In all ScreenSteps plans, you can have an unlimited number of Reader user accounts.

What are Sites?

A Site is another name for Knowledge Base.

Depending on your plan, you can have several sites to help you manage content for different audiences.

Several ScreenSteps customers have one or more Sites that are dedicated to supporting customers or clients, and another (private) site that is dedicated to supporting employees.

Each site is unique and can have different viewing permissions, different authoring permissions, and different content. You can also share content between the sites.

What is a Learner?

A Learner is a type of user account. Learners can view the knowledge base, access the Chrome extension, and be enrolled in (and view) Courses.

While a Reader user account can view the knowledge base, a Reader cannot view the Chrome extension nor can they enroll in (or view) Courses.

What is a Course?

A Course is a collection of ScreenSteps articles.

You can create Courses in ScreenSteps and assign employees or customers to them, as long as those users have Learner accounts.

Courses are a great way to organize training materials so that users get a consistent learning experience.

ScreenSteps makes it easy for employees to find the help they need! And because creating content is so fast and intuitive, I can get more people to contribute to the creation of training materials.

You could spend the upfront cost for the average knowledge base and CMS (plus put together the project that needs to be in place to do the implementation)… OR you could buy ScreenSteps and be up and running in a matter of hours.

It’s now so easy to make the tutorials, that when somebody says, “I wish you had training docs that talked about X,” instead of thinking, “Oh great...now I have to make a tutorial about that,” we think, “Well great! We can make another one about that.”